Difference between revisions of "Navigating CIMS Professional"

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[[Navigating CIMS#Interactive map elements|Interactive map elements]]
[[Navigating CIMS#Interactive map elements|Interactive map elements]]


[[Navigating CIMS#Fly-out basics|Fly-out basics]]
 


[[Navigating CIMS#Left fly-out: The "List" tab|Left fly-out: The "List" tab]]
[[Navigating CIMS#Left fly-out: The "List" tab|Left fly-out: The "List" tab]]
[[Navigating CIMS#Left fly-out: The "Search" tab|Left fly-out: The "Search" tab]]


[[File:Main Page Overview.png|alt=CIMS Main Map Overview|thumb|650x650px|An example of a CIMS Platinum map]]
[[File:Main Page Overview.png|alt=CIMS Main Map Overview|thumb|650x650px|An example of a CIMS Platinum map]]
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== Fly-out basics ==
"Fly-outs" are used to maximize the space for the map by providing information panels that can be hidden by CIMS users. By only revealing what is in the fly-outs only at the time those features are needed/requested, we are able to make a smoother, more efficient workflow. Inside the "left fly-out" you will find the "List", "Search" and "Reports" tabs. Inside the "right fly-out" you will find additional information about a selected space, marker, burial, etc., the ability to create a work order or map feature, and more.




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==Left fly-out: The "Search" tab ==
Searching is used to find: owners, co-owners, spaces (single or groups), burials, markers, deeds, space permissions, work orders, ownership history, Customers, and Map Features. Search results can also be printed or downloaded to Excel, so if you wanted a list of all available spaces for a specific lot, just choose the section, block and lot, then only have the "Available" option checked and click the blue "Search" button at the bottom of the Left Fly-out.
[[File:LfoSearchSpace.PNG|200px|thumb|left|Left Fly-out Searching]]
===Space===
Space searching allows for filtering by:
* Section
*Block
*Lot
*Space
*Space status
**Available
**Sold
**Sold with Burial
**Reserved
**Restricted
**Any special status you may have added in the Cemetery Settings
*Owner/Co-Owner
**First name
**Last names
**Name searching will search for any match of the letters entered; for example 'smith' will match 'smith', 'smitherson', and 'blacksmith', but not 'smit'
**to do an exact match click on the check box to the right of the first or last name. This 'smith' willonly match 'smith' and not 'blacksmith'
*Remarks
*Space Types
*Sold Dates
**equaling to
**between
**before
** after
*Cost
**equaling
**between
**more than
**less than
*Any Custom Fields Created
Clicking the blue "Search" will run the search using the parameters filled out and then display the results in a grid in the search results popup. Each match space is listed as a row. Clicking on the row will pan/zoom the map to that space and load that space's information in the [[Space information|Right Fly Out]].
[[File:SearchBuial.PNG|200px|thumb|left|Searching Burials]]


====Burial====
Change the type Drop-down to show "Burials" and you will see the search filtering times update to those available for searching burials:
* Section
* Block
*Lot
*Space
*Burial name
**First Name
**Last Name
**Use the "Exact Match" check box for exact name matching
*Death Date
**equal to
**between
**before
**after
*Cause Of Death
*Remarks
*Veteran
*Relationship to space owner
*Burial type
*Funeral Home
*Vault Type
*Burial Date
**equal to
**between
** before
**after
*Any custom burial fields created


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[[File:SearchMarker.PNG|200px|thumb|left|Searching Markers]]
====Markers====
Set the Search Type to "Markers" and use the following to filter a markers search
*Section
*Block
*Lot
*Space
*Inscription on the marker
**use the "Exact Match" check box to run a exact inscription match
*Whether it has a foundation or not
*Marker Type
* Marker Vendor
*Cost 
**equal to
**between
**less than
**greater than
*Placement Date
**equal to
**between
**before
**after
*Payment Date
**equal to
** between
**before
**after
*Any custom marker fields created
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[[File:SearchDeeds.PNG|200px|thumb|left|Searching Markers]]
====Deeds====
With a search type of "Deeds" you can filter on the following:
*Section
*Block
*Lot
*Space
**First Name
** Last name
*Deed Number
*Need
*Transfer date
** equal to
**between
**before
** after
*Deed Date
**equal to
**between
**before
**after
*Deed Cost
**equal to
** between
**less than
**greater than
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[[File:SearchPermission.PNG|200px|thumb|left|Searching Markers]]
===Permission===
The Search type of "Permissions" has the following filters
*Section
*Block
*Lot
*Space
*Permissions
**first name
**last name
**Use the "Exact Match check boxes to run an exact match on the names
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[[File:SearchWorkOrder.PNG|200px|thumb|left|Searching Markers]]
=== Work Orders===
This is where you can get a listing of Work Orders (for now). to filter the list of all work orders use the following:
*Section
*Block
* Lot
*Space
*Deceased
** First name
**Last name
**use "Exact Match" checkbox to run an exact match on the names
*Remarks
*Work order Completion
**All Work orders
**Completed Work Orders
**Incomplete Work Orders
*Priority
**High
** Medium
**Low
*Completion Date
**equal to
**between
**before
**after
*Start Date
**equal to
**between
** before
**after
*Due Date
**equal to
**between
**before
** after
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[[File:SearchOwnershipHistory.PNG|200px|thumb|left|Searching Markers]]
===Ownership history===
This search types uses the following filters:
*First Name
*Last Name
*Purchase Date
**equal to
**between
**before
**after
*Cost
**equal to
**between
**less than
**greater than
*Remarks
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[[File:CustomersLeftFlyOut.PNG|200px|thumb|left|Searching Customers]]
===Customers===
This search types uses the following filters:
*Customer Type
**All
**Owners Only
**Deceased
**Not Deceased
*Veteran Status
*Customer ID
*First Name
*Last Name
*Maiden Name
*City
*State
* Email
*Birth Date
**equal to
**between
**before
**after
*Death Date
**equal to
**between
**before
**after
*Any Custom Customer Fields Created
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Revision as of 19:59, 15 February 2025

Map basics: zooming, panning & more

Showing latitude & longitude

CemTips

Interactive map elements


Left fly-out: The "List" tab

CIMS Main Map Overview
An example of a CIMS Platinum map

Map basics

The map of your cemetery uses the same mapping technology as Google maps. As you zoom in, greater levels of detail will appear. As spaces and individual burials become visible, they will become interactive; clicking on them opens the right-hand flyout to show more information.

Map Navigation Pane

Zooming

There are several ways to zoom the map:

Scroll wheel on your mouse

Push the scroll wheel on your mouse up to zoom in and push the scroll wheel back to zoom out.

+/- buttons

Clicking the + or - buttons in the map controls will zoom you in and out. Map controls can be found in the upper-left corner of your map.

Magnifier click-and-drag button

Click on the magnifier icon in the map controls and then click and drag a rectangle on the map to zoom in to selected area.

Pinch and zoom (on mobile devices)

Mobile devices such as tables and smartphones with touch screens are supported and using the normal pinch and zoom techniques will zoom the map in and out.

Pan

To pan the map simply click and drag the map, or on mobile devices tap and drag.

Other map controls

HomeButton.PNG
 Home button

Clicking the home button will re-center your map on your cemetery. The map will show the same location and zoom as when you first logged into CIMS.

CompassButton.PNG
 Compass button

Use the compass button to display your position on the map relative to your cemetery. You need to be within 5 miles of your cemetery to use this function.

Click on the compass icon and grant permission for CIMS to use your geolocation information. A blue dot will then appear on your map showing where you are located.

RulerButton.PNG
 Ruler tool

The ruler tool will allow you to measure the distance between 2 points on your map. Click the button, then click on your map in 2 different locations; you will see measurements of distance display. Click the button again to turn off your measurements.


Showing latitude & longitude

The "Show Coords" checkbox with latitude & longitude showing

To see the latitude and longitude of specific point in your cemetery, click the "Show Coords" checkbox in the lower left corner of CIMS. You will then see coordinates appear just to the right; move the mouse around your cemetery and you will see the latitude and longitude update with your mouse movements. Zoom in to get a more accurate measurement.

Saving map coordinates

This "Saved coordinates" popup has several sets of coordinates saved

Pressing CTRL+ALT+c will save the current set of latitude and longitude to a popup window to make copy and pasting much easier. Each time you press Ctrl+Alt+c, the new set of latitude and longitude are added to the "Saved Coords" list.



CIMS CemTips

CemTips

With CemTips activated, hovering over a burial will display a summary of its information
In the CemTips settings popup, you can choose what information to display

Overly-busy maps can be counterproductive. To combat this we have implemented "CemTips", which display a quick summary of information about a map item when you hover over it with your mouse.

To turn on CemTips, click the check box next to "CemTips" in the lower-right corner of CIMS. To adjust what information is shown about a map item, click on "CemTip Settings", a button just to the right of the CemTips checkbox in the lower-right corner. If you do not see the settings button, make sure you have CemTips turned on. In the settings popup, choose the map items you want CemTips to display for and what type of information should be shown.

For the most comprehensive overview, choose "Ownership info", "Burial info", and "Marker info". Remember to save your changes!

Users on slower internet connections may see a delay in how fast CemTips appear.


Interactive map elements

Various elements on the map are interactive and clicking or tapping on them will open up additional windows with information.

LfoChevron.PNG

Left-hand and right-hand flyout bars

The left- and right-hand flyouts are initially hidden when you login to CIMS. To expand these flyouts, click on the grey bar spanning the height of your screen on either the left- or right-hand side. These grey bars also have a navy blue chevron in the middle of them, indicating they are interactive and can be clicked on.

Space.PNG

Space

Clicking on a space will open the right-hand flyout to the "Ownership" tab and display that space's ownership information.

Burial.PNG

Burial

Clicking on a burial will open the right-hand flyout to the "Burials" tab and display that space's burial information.

Marker.PNG

Marker

Clicking on a marker will open the right-hand flyout to the "Markers" tab and display that space's marker information.

The initial view of a mausoleum
Mausoleum view when clicked on
Clicking the "Back to main map" button will exit the mausoleum view

Mausoleum

Initially, a mausoleum on a Platinum map will show a top-down view of its structure without further details. Clicking on a mausoleum will change the map to show that mausoleum's individual niches. Each of those niches can then be clicked to open the right-hand flyout with additional information.


When viewing a mausoleum, a "Back to main map" button will appear in the map controls in the upper-left corner of the map. Clicking this button returns you the main map.



"History" dropdown

Map history

Every space you click on in the map will be added to the map history list. Click on "History" in the top navigation bar of CIMS. Clicking on a space ID in the history list will pan/zoom the map to that space and load that space's information into the right fly out.



Left fly-out: The "List" tab

File:LfoListOpen.PNG
Left Fly-out Section Listing

Open/Close sections, block, lots

Click on the links in the left listing to open/close the sub-lists. In the image to the left the Section "Cem 1" was clicked to reveal all the Blocks assigned to the section. Then Block "Block A" was clicked to reveal all the lots assigned to that block. Then lot "Lot 2" was clicked to reveal all the spaces assigned to that lot. Clicking on a space will pan/zoom the map to the space and open the Right Fly Out with that space's information

Search By Space ID

Each space has its own unique "Space ID". This id consists of a concatenation of the Section, Block, Lot, and Space name combined with an '_' (underscore). For example for space A shown in the image on the left the Space ID woudl be "1_A_2_A". If you type in the Space ID into the "Search By Space Id" input box found at the top of the Cemetery section list and click the magnifier button to the right of the input box (and that is a proper Space Id) that map will pan/zoom to that space and open the Right Fly Out with that space's information.

Space Status Counts

Each section in the Left Flyout list will have a stats button that when clicked, will show the counts for all the space statuses for that section. Each Sub level will show its respective space status counts as well. You can turn this on and off by clicking the Status Counts Button.Status Counts Button

File:QuickGlanceAvailability.PNG
Space Status Counts




Search results

File:SerchResultsGrid2.PNG
Search Results Grid

The search results grid is a table that shows a row for every match made by your filtered search. If you leave a filter field blank then the search will match on any value including "NULL" (empty) values. For example in the image to the left Spaces were searched for ALL the spaces in ALL the lots of Block "A" in Section "1" that have a status of "Sold With Burial". From the search results we can see are 421 records that match the search filters. If there are more than 500 records those additional records will be shown on another page of results; there will be buttons to the other pages shown at the bottom of the results window.

From here you can scroll up and down to look at the results (and sometimes left to right if there are more columns). You can click on a row and the result window will close and your map will zoom/pan to the row's corresponding space and the Right Fly Out will open with that space's information.

There are 2 buttons at the top of the results window:

  • Print
    This will print the complete (meaning all pages if more than one) using your browser's print dialog box. One of the reason we recommend the Chrome web browsers is it has a very nice print preview and the ability to adjust margins, landscape vs. portrait and other settings prior to printing.
  • Download as CSV
    a CSV is a Comma separated listing. This can be used to open in Excel, or be imported into another database.
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